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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 15 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DUPONT DE NEMOURS INC 420.0 $57K 0.03% NEW $135.53
282 F FORD MTR CO Consumer Cyclical 4,070.0 $57K 0.03% +101.0 +2.5% $13.90 +0.2%
283 MRSH MARSH & MCLENNAN COS INC Financial Services 337.0 $56K 0.03% +53.0 +18.7% $166.67 +11.8%
284 XLP SELECT SECTOR SPDR TR 675.0 $56K 0.03% $83.07 +3.0%
285 GLD SPDR GOLD TR Financial Services 151.0 $56K 0.03% +87.0 +135.9% $368.38 +8.2%
286 FOXA FOX CORP Communication Services 1,066.0 $56K 0.03% +40.0 +3.9% $52.16 +32.3%
287 KR KROGER CO Consumer Defensive 995.0 $55K 0.03% -195.0 -16.4% $55.53 +1.5%
288 ROL ROLLINS INC Consumer Cyclical 1,323.0 $55K 0.03% $41.74 -13.0%
289 TFLR T ROWE PRICE EXCHANGE-TRADED 1,092.0 $55K 0.03% $50.41 +0.6%
290 MSCI MSCI INC Financial Services 98.0 $55K 0.03% $560.04 +0.5%
291 BLK BLACKROCK INC Financial Services 57.0 $55K 0.03% +23.0 +67.7% $961.56 +20.0%
292 ARM ARM HOLDINGS PLC Technology 154.0 $55K 0.03% $354.57 -28.6%
293 DTCR GLOBAL X FDS 1,797.0 $55K 0.03% $30.37 -6.3%
294 HIG HARTFORD INSURANCE GROUP INC Financial Services 399.0 $53K 0.03% +17.0 +4.5% $132.52 +4.9%
295 ETN EATON CORP PLC Industrials 124.0 $53K 0.03% +63.0 +103.3% $426.12 +1.2%
296 FDX FEDEX CORP Industrials 168.0 $53K 0.03% +2.0 +1.2% $313.13 +4.9%
297 IWN ISHARES TR 237.0 $52K 0.03% $221.20 +1.5%
298 HCA HCA HEALTHCARE INC Healthcare 134.0 $52K 0.03% +32.0 +31.4% $389.89 +5.6%
299 STLD STEEL DYNAMICS INC Basic Materials 227.0 $52K 0.03% -36.0 -13.7% $229.46 +8.9%
300 WTM WHITE MTNS INS GROUP LTD Financial Services 25.0 $52K 0.03% -5.0 -16.7% $2073.40 +3.5%
Page 15 of 78  ·  1,549 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 29.9%
Consumer Cyclical 8.3%
Healthcare 7.7%
Communication Services 7.1%
Industrials 6.9%
Consumer Defensive 2.9%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%